HomeMy WebLinkAboutOC1969-0542 - ESTATE OF BAUMGARTNER.,:......
,ForT l\l'0.~CS..62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH-GRoSS ASSE'rS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,J
EFFECTIVE JANUARY 1,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)
03 -0 9'-S<lJ...".OFFICE OF THE REGISTER OF WILLS
County of Washing:totl .
....~.3:~?~~~.~~.~e:~.n.t?r;;~.c:..'of ~~.~.~e:~~.~~!.~.~.~e:~~e:1 ..'Y~~.~~~.~~?~t .?~:
(Name)(Address)
being duly ~_~~E_~.according to law,deposes and says that he is the J_!!JQ~_!!!~_I)_~_
..(Exec.,Adm.,Legatee,Etc.)
of the estate of 9-~1=.h~_~tl)_~~~~!!!g-~~J!!~_!:whose last residence was __J?~_~Q~J.~F_~!-~AY~_IJ.~~_J _.van ia (No.)(Street)
j~~_~!!J~K~Q_IJ.~~~X!!!§l_Y-.!:::L.deceased,and that the whole of the estate of said decedent,who died __h..p-~_il 4_,1.9_68
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY I1ol'PEN1ol'SYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN(!)ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
R~ont 90 feet of Lots Nos.165,166 and 167,and all of Lots
170 and 171 in the Highland Land Company Plan of Lots,whl.ch
said plan is recorded in the Recorder's Office of Washington
County,Pennsylvania,in Plan Book 2,page 111,all si"tua"te
in the Seventh Ward of the City of Washington,Washington
County,Pennsylvania.Upon the above tract of ground is
erected a one story frame dwelling house.For more complete
aescrl.p'tl.on see ueea !:SOaK 0:;:1<),page ':I:::I,j,JJeea !:SOaK bO':l:,pi:l.g-e
523.$7,000.00
TarAL REALTY $7,000.00
Personal Property
NONE NONE..
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NOTE:You may expedite the processing of this return by filing with it,and'as a part of the'return,.
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
Jointly Held Property Estimated
Value
NONE
Transfer:;!within TWO YEARS Prior to Death
NONE NONE
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NONE
BENEFICIARIES
1/10 res1dueyesgrandson
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
atherine L.Dernosic daughter yes 1/10 residue
95 Delaware Avenue,Washingto ~,pennsy.1.van]a
'ohn L.Baumgartner son yes 1/10 residue
595-1/2 Delaware Avenue,Was hi ~gton,.pennsy van1a
-
.aymond Baumgartner son yes 1/10 residue
68 W.Prospect Avenue,Washing~on,Pennsyl.v~n1a
Irvin Baumgartner son yes 1/10 residue
190 Thorn Road,Washington,Pe ~nsylvan1a
louis Baum~artner son yes 1/10 residue
Box 368,Washington,Pennsylvapia
Marie Palladino daughter yes 1/10 residue
433 Woodbury Road,Watertown,r--0nnecticut
James Baum~artner son yes 1/10 residue
192 Lawrence Avenue,WashingtoIn,Pennsylvan a
Jean Ferguson daughter yes 1/10 residue::>t::l v
R.D.3,Washington,Pennsylvalnia
......,.O~"W\n'<:>....tner son yes 1/10 residue
595-1/2 Delaware Avenue,Washington,Penns y vania
SON OF DECEASED SON,JOSEPH J3ll UMGARTNER,WH o DIED DE CEMBER,1967ROBERTBAUMGARTNER
R
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RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
•NO~List first five items in the spaces so provided,observe notations thereon,and instructions.
Funeral expenses paidAbelFuneralHome
r----=D:..-E--=B:..-T=----=O...=R-'----'-C_LA.:..::..-IM--=-----r N=.c........A_T...=Uc:..R...=Ec........::...O_F--'-S:..-A--=M--'-E=---._::.::A:=M--=O--=U...=N.:....:T:,----JnTHlS COLUMN
IltEGISTER ONLY
$1280 50 $/;;2 ffD.,j7)
Catherine Dernosic,daugh~erFamily exemption (will not be allowed unless
decedent died residing with a spouse or children.)
1000 00 /000 ()0
Frank C.Carroll
Administration Expenses *
Counsel fees *275 00 ;;2.7J 00
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below .
Moreland Burial Vault Co.Marker 92 001 Cj2 or)
Washington Hospital Balance due on hospital expo 20 32 pO 31/
Washington Hospital Blood 77 ~Ol '11 0 0
Tripoli &Sa1vitti Medical expenses 77 ~o 17 ~oF.S.Bakewell,Jr.M.D.Medical bill 3 00'981 3 ouD.H.Ruben,M.D.Medical expense 43 q3 orlViehmann's Pharmacy and
001ThriftDrugDrugbills130 I .3 ()0 D
Abajace Real Estate Real estate appraisal 35 00.1 3 .s o D
Ray Cottrell Real estate appraisal 25 00 ;2J o "Russell Marino Filing Inheritance Tax Report 3 00 J ()()
Marie Guidos Notary Fee 1 00 Po[
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Total 3,063 60
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this ,;;;1..r.......... ...~~J-~u .~.~JO('}1t~atX
.....................,;dayxr:::;::;f",'.''':,,19.J1-C59atsherDinle DernAosic~,..,....e.awa(~:;~;t ~~~~~..
.........//.~.Washington,PennsylvaniaNotaryPublic'" .Washington,Washington County,Pennsylvania (City or Town and State)
My commJ:sSl.on expl.res F'eb.20,1915 I
Having been duly sworn according to law,I do ereby certify that the above appraisement is made in conformity with law on this
...............;<.3.~day of ....~(X::,.19 ..7~~'1_.
.....A:J~..1.[.'...."'v?./~-u-/.~A.c.-
Appr)iise,'
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
.REPORT OF :rHij j,REGISlER OF WILLS
I,the undersigned duly elected Register of Wills in and foJ.~g~:".. ....County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amoun;~edby depon r,except as to.thos items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater 0 sseI'mount repr ents the sum allowed as a deduction.
Dated:~9Y..??.~~?~.~.~?S.~~~.~A~J~o1.......~.ll..~.
Register of Wills
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Form No.RCC-62 (2-641
Will '::t .
Administration SNQ.
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IN THE ~
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MATTER"OF THE APPRAISEMENT
OF THE
~ES~ATE OF
Deceased
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Late of .:~.~.':.':..~...-,
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County of·. :,:'.
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Commonwe~lth of P~n!1s¥lv~ia-11
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REPORT ~AND APPRAISAL......,"I ..-'"\1:::;~,v.~~~.......,,~.1'1.;::1""r \~,-,~.....f--_.......2..0 j -0"""-~=--.::!:.,.-.."
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RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
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In Re:Estate of _----'C=A=TilIIU=·~=,=~=RB=__'--"'=S=AUKQAR='='·.=·=IRII=.=,_
-I._l_SH...·.UC_·!!i!!··....mHllif.I··L.',--County -File No...6J-6MJ.2
'y'ou are hereby notified that the_--COu.8Il:i'olijat"..,·lt4i1l!·,.....·····"'-:·-:-..-::--'-',-'-::--,'-'.------::-----~
appraisement in the estate of CAtherAfte Ba~.
has been filed in the office of the Regi'ster of Wills of ~~IOD"I't,------
County on .......II,,19-'1,Said appraisemenfreflecrs-the following
valuations:
Real Estate 1....00
Personal Property__,--_
T ransfers -,----"--'-_
Jointly Owned .-.----------
Total '.oeII.DO
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior ~o December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an app~isement may appeal therefrom
as provided by law.
\,
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Signed
I"
Date IO~.t 19?1
Note:This is not a bi II.
C'A '("v'AJ~;.-~:iJ&dtu~vteJrVld~~
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Ti tl e __htd_',_.,,_'.ra_t._o_1'JtIafta_••'_.__..,,_..,_._A_"_J_N._M__"_l_."""""""-
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RoCC-39 (5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of BAUMGARTNER,CATHERINE
(L~st 'Name)'(First Name)(Initial)
DATE OF DEATH 4/4/68 FILE NO.63-69-542
REPORT OF INHERITANCE TAX APPRAISER
NOVEMBER 22,1971Dated:-------~----'--'-------
WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
~~.:u.JJ29J.<-7ft ..'J>L</C«-/
INHERITANCE TAX APPR~'"
REPORT OF THE REGISTER OF WILLS
\
VALUE AS REAPPRAISED
$-------+--
--+-~_~---,-~--",-l-"--~~
EGISTER OF WILLS
,:,
(,nnn fYl
3,063 60
3,936 40CLEARVALUEOFESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
Dated:NOV 23 1971 RUSSELL MARINO"
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule",which grea or lesser amount represents the sum
allowed as a deduction.
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $--------.,-"""7"<'........t-.,~2%
Tax on $3,93t .·40 ('6%)
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate --l-__
TOTAL TAX
COMPUTATION OF TAX
$-----,........,.-+...........--
$2:...Jlb_'e-+_l8_
$--------+--
$-------j---
$---------1---
(*)As evidenced by Charitable
Exemption Certificates issued
$.,...-..1-__(by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::::::t==
BALANCE OF INHERITANCE TAX DUE $C
Add interest at rate of 6%from
to -~-C$---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $l---
Add interest at rate of 6%from
to $-t=TOTAL TAX BALANCE $-----.PAID $_
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..CA'l'lfIm:UI!&..B.AlJ1I1cxAR'I'N$.K .
I)eceased
Late of ....WASHINGTON ..
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County of WASHINGTON
r{.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,...
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NTY WASHINGTONcou .
FILE NO.63-69 542........................................................·····..·····•..··..·····················1
D:'PARTMENT OF REVENUE
..BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.J7 J27
~.........~...,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE NOVEMBER22,1971
Whereas,9..~.~~~~~A~~~.~.~late of WA§H.~.QT9N .
in the County of W.A~H.+.NQ.TQ.N Commonwealth of Pennsylvania,having died on
the ....................................4.th.................................................day of ............Apr..g .................................................68 seized and possessed of an estate:19..........,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Dominic R.DeMaria an appraiser duly appointed according to law,......................................................................................................................................,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptlonofAssetValuesMadeforInheritanceTaxPurpoaes
REAL ESTA'DE $7,Q(YJ.00
See copy attached to appraisement
PERSONAl
None
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Having been duly SWOil'll according to law,I do h~reby certify that the above appraisement is made in con-
formity with law on this ...................),,,.:A.c~~_!..,,",,.....day of ·,,····.·.·.·.i~;::t!~~1?....·~;;;;;;;;;;·:::·.·.:·.·...·,,:.:··.·,,·.H..~~.~<.·..·
···············a······rN~'f;~~····················.·:-~~7~..;.~.Penna.
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WASHINGTON County
c.c
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
GA'r.~I~....l3.A~~~.~.
Deceased.
Late of
..n.........WASNIN.GT-QN..............................................
Date of Death,Af.~...4..~.....1968.......................................................
Appraisemel!t Docki(Vol..37,.
Page,r6...I....'i....~.~No ~?.~?:~.~~
Filed in Register's Office,19 .
Amount of tax due,$n ..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appmisement,.
Appeal f1'om Appraisement,..
Entered and charged,..
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,muuDJXIXSDUXIUlIl TWO HUNDRED SEVENTY and 46/100 -...----...--REC~Y,.Eo...!-'"01-'Ii'dollarsva'tnel'LUe Lernoslc ...ii'Xer..representing Pennsylvania Inheritance or
F ATTY..FRANK C.CARROI.L Estate Tax due from the following estate:rom:,-1I1I1
33 WEST BEAU STREETAddress-;-'---j 2%Tax on $--------$---------I[jjj
$--------lfJl
WASHINGTON,PENNSYLVANIA
File No._6_3_-_G_9_-_5_4_2__Date of Death_4.._4_,,",_6_8__...,
December 2,1911DoteofPayment------------------1
CATHERINE BAUMGARTNER
Nome of Decedent ----------------1
6 CJf T $3,931.00 $236.22,0 ox on _1111
15%Tax on $$----------IIJ
%Tax on $$----------m
Estate Tax,Act of
May 7,1927
WASHINGTON
County ----------,-------------1
Remarks:
MJR
.~.1_~-::'I -:;(
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Wus interest at the1~~69
--%fr°tia"""=t=e------to _
236.22
$---------Ifill
$--------1IiI1
34.24
$·---------1111
lY 00 ~[p [L ~@illlYrnSEALTOTALAMOUNTPAID .$==27=0=.4=6==I!1
NOTE:This Triplicate Receipt ta be retained lor audit purposes.(1_),~//'/:./.1''
,Received by I 1,.-{4 ;,I.<••JJ:.....Y-$tZ/Z-C/f,.CC?
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life ~/')(Signature).r,
tenant or tenant for years.as evidenced by this receipt.it is understood that the Commonwealth shall I.-"7;:cf/4.1.f ///
nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the 1 (A:t'/J~c;....L I'V~"''''''''life tenant or tenant for years whenever it appears that such additional tax may be legally due and-'----:-:i7:i"-----==(m"'"'lt':-le'7)---=--=-------1II1
collectible for any reason whatsoever.